MSWM
DOV icon

Mowery & Schoenfeld Wealth Management’s Dover DOV Stock Holding History

Mowery & Schoenfeld Wealth Management’s Portfolio DOV Stock Details DOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3
Closed -$550 – 388
2025
Q2 		$550 Hold
3
– – ﹤0.01% 377
2025
Q1 		$528 Hold
3
– – ﹤0.01% 436
2024
Q4 		$563 Buy
+3
New +$587 ﹤0.01% 465

Other funds holding DOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's DOV Position: Q3 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Dover (DOV) in Q3 2025, closing a stake of 3 shares — an estimated $550 sold.

Mowery & Schoenfeld Wealth Management first reported a position in DOV in Q4 2024 and held it in 3 quarters. The position peaked at $563 in Q4 2024. 1,054 funds tracked by Wall St. Rank hold DOV as of Q3 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Dover position as of Q3 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 3 Dover shares in Q3 2025, an estimated $550.
  • Mowery & Schoenfeld Wealth Management first reported a position in Dover in Q4 2024 and held it in 3 quarters.
  • Mowery & Schoenfeld Wealth Management's Dover position peaked at $563 in Q4 2024.
  • 1,054 funds tracked by Wall St. Rank held Dover as of Q3 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.